Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,415
Closed -$203K 375
2024
Q3
$203K Buy
+2,415
New +$203K 0.04% 364
2024
Q1
Sell
-2,995
Closed -$201K 295
2023
Q4
$201K Sell
2,995
-944
-24% -$63.2K 0.04% 273
2023
Q3
$211K Sell
3,939
-255
-6% -$13.6K 0.05% 269
2023
Q2
$241K Buy
+4,194
New +$241K 0.06% 268